See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,228 | $102,317+35.1% | $146,958-5.9% | $80,856+71.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 7.44% | 134.76%-127.3pp | 418.34%-410.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,040 | $3,713-72.0% | $4,933-78.9% | $2,755-62.3% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $164 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |